Institutional Ownership Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN). We have compiled data on the 1,528 institutions that hold shares in the stock, with a total of 502 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
4,603
shares
|
$411,508
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,590
shares
|
$410,346
1.12% of portfolio
|
Q3 2024
Reduced 36.67%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
4,580
shares
|
$409,452
0.05% of portfolio
|
Q3 2025
Added 25.89%
|
|
|
Frg Family Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
4,557
shares
|
$407,395
0.07% of portfolio
|
Q4 2025
Added 5.98%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
4,525
shares
|
$404,535
0.1% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
4,507
shares
|
$402,925
0.0% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,494
shares
|
$401,763
0.02% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,493
shares
|
$401,674
0.06% of portfolio
|
Q4 2025
Added 10.26%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,466
shares
|
$399,260
0.01% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,450
shares
|
$397,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
4,436
shares
|
$396,578
0.18% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
4,419
shares
|
$395,058
0.06% of portfolio
|
Q3 2025
Reduced 31.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
4,393
shares
|
$392,734
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
4,351
shares
|
$388,979
0.21% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
4,350
shares
|
$388,890
0.16% of portfolio
|
Q2 2024
Added 14.84%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
4,349
shares
|
$388,800
0.09% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
4,339
shares
|
$387,906
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,325
shares
|
$386,655
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
4,324
shares
|
$386,565
0.01% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
4,324
shares
|
$386,565
0.03% of portfolio
|
Q3 2025
Added 162.54%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
4,316
shares
|
$385,850
0.09% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
4,302
shares
|
$384,598
0.08% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
4,287
shares
|
$383,257
0.07% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
4,285
shares
|
$383,079
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
4,279
shares
|
$382,542
0.02% of portfolio
|
Q3 2025
Reduced 4.78%
|
|